The Qualifications/Training Report

The Qualifications/Training Report

The Qualifications/Training Report provides a summary of your employees' qualifications and training across the nursery. This includes each employee's job title, the qualifications achieved and in-progress, their status on various training courses, and the statistics of qualified and unqualified staff. Using this report enables you to identify gaps in training and help you plan further employee development. 

Generating the report

  1. Click on eypeople > Qualifications/Training Report in the sidebar.
  2. Under Select Branch, choose which nurseries to include in the report.
  3. Select which Training Courses to include in the report. These are based on the training courses listed in Global Settings.
  4. Select which Job Titles to include in the report. Any linked qualifications will also be used in the report. 
  5. Use the Exclude Tags field to exclude employees with particular tags from the report.
  6. Click Next to generate the report. Alternatively, you can Email CSV to receive the report in your email inbox as a spreadsheet file.

Using Edit Mode

Edit Mode is a feature that allows you to update employees' training directly from the report. You can only edit fields containing training courses that are linked to the employee's job title. These fields are coloured according to the Legend above the report table. 

  1. Generate a report.
  2. Click on Edit Mode in the top right.
  3. Fields will be marked with 1-3 symbols. The  icon allows you to edit a field. The  icon displays the enrolled/completed date when you hover over it, as well as any additional notes. The  icon indicates that a training course is mandatory for this job title.
  4. Click on the  icon to edit training details.
  5. In the pop-up, while you are unable to change the Name of the course, you can edit the Status, Enrolled/Completion Date, Expiry Date, and Notes. You can even upload files into the grey box at the bottom.
  6. Click Update.
  7. Exit Edit Mode by clicking Back at the bottom of the screen.

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